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Small and medium business | Business Central, N...
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Team Members and Goods Receipting

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Posted on by

Hi all,

We are currently in the process of migrating to Business Central and in previous testing of our Purchase Order workflow, Team member licensed users were able to both raise a Purchase Order and Receipt when the goods/services have been received (this was pre Feb 2020).

Upon testing this more recently it appears that Team Members can raise Purchase quotes but can no longer turn quotes to orders nor can they receipt the orders once the service/goods have been supplied.

My question is under the Team Member license enforcement in 2020, can Team Members no longer carry out these actions?

Thanks

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  • Suggested answer
    Andy Sather Profile Picture
    on at

    Correct.  There is some discussion on this on this Community post:

    community.dynamics.com/.../team-member-permissions

  • Suggested answer
    JAngle Profile Picture
    133 on at

    This is the explanation on the license type;

    Read anything within Dynamics 365 Business Central.

    Update existing data and entries in Dynamics 365 Business Central - Existing data is defined as records, such as customer, vendor, or item records, that are already created. Entries denote those entries on which it is allowed from an accounting perspective to update specific information (for example, a due date on customer ledger entries).

    Approve or reject tasks in all workflows that are assigned to a user.

    Create, edit, or delete a quote.

    Create, edit, or delete personal information.

    Enter a time sheet for Jobs.

    Use Power Apps for Dynamics 365.

    A Team Members application module might not be customized with more than 15 custom entities that are available to the Dynamics 365 Team license.

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